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UBS Family Office Quarterly

Second edition 2026

See articles and conversations with specialists from UBS as well as leading experts. Explore insights for the multiple dimensions of starting and managing a family office.

01
How to capture AI-driven value?
SaaS in the age of AI: Risks, resilience and private market perspectives – from UBS CIO
02
How structuring debt can reduce borrowing costs
Investment interest deductibility: Strategies to reduce borrowing costs while pursuing goals – from the UBS Advanced Planning Group
03
How to navigate transferring a family vacation home
Preserving the family legacy: Governing and transitioning family vacation homes across generations – from UBS Family Advisory and Philanthropy and UBS Family Office Solutions
04
How accounting can become a strategic asset rather than a back-office burden
Designing financial clarity for better decisions: Accounting methods for family offices -from Tenet Advisors
05
The distinct advantages of a new levered long-short strategy
Direct indexing 3.0: How a levered approach is transforming tax-conscious investing – from UBS Family Office Solutions
06
How AI adoption highlights the need for hiring due diligence
The talent-dense paradox: Rethinking human capital strategy for the AI era – from Maple Drive Talent Partners
07
How are families and family offices today navigating change?
Adapting to change: How families and family offices can create greater flexibility – podcast excerpt

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Miss the last Quarterly?

How much is enough when it comes to passing wealth on to others? Why will structural growth opportunities—such as AI, power and resources, and longevity—will play an increasingly important role in equity portfolios? Why cybersecurity needs to be an ongoing program that protects family offices across both institutional and personal realms. Why governance remains one of the most critical—and often undervalued—pillars of a successful family office. The pros, cons and tradeoffs of combining investment strategies among multiple investors or keeping each individual investor’s capital separate. How can a well-crafted compensation policy build trust and accountability for both the business and family? Gain these and other insights in the Q1 edition of the UBS Family Office Quarterly.

Download the last edition